Manage urgent client needs in Toronto through portfolio support, documentation follow-up, and careful financial services administration.
Desjardins is seeking a Client Financial Services Agent to work closely with account managers. You support business members and clients with personalized products, services, and customer care. You also help collect, process, and analyze information while tailoring recommendations to operational needs.
Key Responsibilities:
- Help prioritize account manager activities and follow-ups
- Plan solicitation activities supporting business development
- Oversee technical annual reviews and term loan renewals
- Maintain complete files meeting deadlines and quality standards
- Answer operational questions and open client accounts
Requirements:
- Related college diploma
- At least two years of relevant experience
- Ability to support account managers effectively
- Capacity to analyze information and prepare recommendations
- Ability to adapt approaches to client needs
Bring portfolio coordination, financial analysis, and personalized client support to Desjardins business services in Toronto.